Peter Gloggner signed Boone Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boone Health, Inc.'s EIN is 85-0769204.
Download the official 2024 Form 5500 (PDF) for Boone Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boone Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $215K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $58K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $16.3M | 10.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $16.3M | 10.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $14.5M | 9.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $13.6M | 8.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $12.3M | 7.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.8M | 7.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $10.6M | 6.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $9.6M | 6.1% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $6.7M | 4.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $6.5M | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.8M | 2.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $3.8M | 2.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.6M | 2.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $3.4M | 2.1% | |
| PIMCO Total Return Fund; Institutional Class | Mutual Funds | — | — | $2.3M | 1.4% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $1.2M | 0.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $866K | 0.5% | |
| PUTNAM STABLE VALUE FUND; CLASS 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $823K | 0.5% | |
| AB US LARCAPGR CIT (W SERIES) L CL WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $811K | 0.5% | |
| PUTNAM LARGE CAP VALUE TRUST; IA PUTNAM · EIN 04-6407893 / PN 275 | Common Collective Trust | — | — | $777K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $708K | 0.4% | |
| Invesco Oppenheimer Discovery Fund | Mutual Funds | — | — | $617K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $562K | 0.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $344K | 0.2% | |
| Vanguard Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $313K | 0.2% | |
| American Century Small Cap Value Fund | Other securities | — | — | $125K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $106K | <0.1% | |
| BlackRock MidCap Growth Equity Fund | Other securities | — | — | $66K | <0.1% | |
| BLACKROCK MIDCAPGR EQUITYFUND CL L1 BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 52-2007081 / PN 614 | Common Collective Trust | — | — | $66K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
